Marketing Programs

Wealth Transfer Opportunities

Are you missing the boat for easy life sales? If you have clients over age 65 you need to find out!

If you have clients over age 65 and interested in passing a tax-free death benefit to their heirs, then an SPL policy could be the solution for you to present. Many clients want to set aside money to leave for their beneficiaries, but have concerns that those funds may be needed for possible health care issues or a financial emergency. They therefore place these funds

Single premium life may be an excellent solution for clients looking to shelter assets with an ultimate objective of transferring wealth, offering simple issue, accelerated benefits and tax favorable treatment so clients may enjoy the safety and liquidity they seek in their golden years while increasing their legacy.

Brokers Edge offers an outstanding portfolio of SPL and wealth transfer products! Contact your Marketing Specialist and learn more about exciting wealth transfer solutions from these quality carriers. We also have additional marketing tools to help you find prospects and present the advantages of creating a wealth transfer strategy and solution!